Account > Users > [User ID] > Proxy Other user links: Demographic | Access Control | Schedule | Cost | Filter Sets The user-based proxy link allows you to designate one or more users to bypass the normal sign-in procedure and act on behalf of the user or users for whom they are proxies. Allowing users to act as proxies for other users can be helpful in situations where users cannot, for example, submit their own timesheets or other transactional records due to illness or other circumstances. Note: Proxies can be given specific role rights when they act as proxy for their assigned user or users; such role rights do not have to be the same as the role rights the proxies are assigned "as themselves." Note, however, that a user cannot be assigned to the administrator role when acting as a proxy. IMPORTANT: Proxy assignation conveys enormous power and responsibility to assigned users. You should not assign individuals to be proxies, or grant proxies broad role rights, without serious consideration of all implications of so doing. Also, as a matter of security and etiquette, you should notify users when one or more proxy users have been assigned to them. To assign the users for whom a particular user can act as a proxy: 1. Click on the Account tab, and then on the "Users" link. 2. Click on the User ID of the user that will act as proxy for other users, and then on the "Proxy" link. 3. Select the names of the users for whom this user will be able to act as a proxy from the "Proxied user" drop-down link. 4. Select the role that the user will be assigned when proxying as each user from the "Roles" drop-down menu. Click on "Save." (Note: You cannot be assigned to the administrator role when acting as a proxy.) 5. You can add as many proxied users as you desire. Add rows to the "Edit proxies" dialog box using the "Add" drop-down menu. Once you have added proxied users to a user record, this user will be able to act as a proxy for the other users by going to My Options > Proxy and selecting the appropriate user from the list. (Note: Users who have not been assigned as proxies will not see the My Options > Proxy sub-tab.) |